1.Monitor new appointment created
Integrate Sera Systems and scheduling tools to capture appointment details like time, category, customer name, and service address.
When self-booked appointments come in without clear dispatch timing, technicians can arrive without the right context. This automation captures appointment details, computes adjusted start times, filters qualifying bookings, and creates detailed Google Calendar dispatch eventsβso dispatch is ready faster.
Integrate Sera Systems and scheduling tools to capture appointment details like time, category, customer name, and service address.
Integrate Formatter by Zapier and date-time tools to subtract one hour from the scheduled time to set the event start.
Integrate Filter by Zapier and routing rules to continue only when the booking source is customer-created.
Integrate Google Calendar and calendar templates to create a 90 minute event with location, summary, and default reminders.
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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